Our Team

Team

Our Greatest Asset, Resource and Strength: Our People

LPL Financial Advisor

Chad Charton

Chad Charton, MBA

Wealth Planner | Insurance Advisor

888.234.8477 x 102

805.864.2659

chad@chartonfinancial.com

Client Services Associates

Renee Meeker

Renee Meeker

Client Services Associate

888.234.8477 x 105

805.426.4228

Renee@chartonfinancial.com

Andrea Gurrola

Andrea Gurrola

Client Services Associate

888.234.8477 x 106

805.791.2323

andrea@chartonfinancial.com

Marketing and Communications Consultants

Elizabeth Lee

Elizabeth Lee

Marketing Consultant

Jennifer Bosse

Jennifer Bosse

Marketing Consultant